JG
JG
John Grecco
34 Years of Experience
Cyrstal River, FL
Broker
John Grecco is a registered investment advisor at Cetera Investment Advisers LLC, based in Cyrstal River, FL, with 34 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
6730 W Gulf to Lake Hwy, Cyrstal River, FL, 34429
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2018 - Present · 7 yrs 9 mos
Cetera Investment Services LLCBroker
September 2018 - Present · 7 yrs 10 mos
Previous Registrations
CUNA Brokerage Services, INC.
June 2014 - September 2018 · 4 yrs 3 mos
CUNA Brokerage Services, INC.Broker
May 2014 - September 2018 · 4 yrs 4 mos
VALIC Financial Advisors, INC.
August 2012 - May 2014 · 1 yr 9 mos
VALIC Financial Advisors, INC.Broker
August 2012 - May 2014 · 1 yr 9 mos
AXA Advisors, LLC
June 2012 - August 2012 · 2 mos
AXA Advisors, LLCBroker
March 2012 - August 2012 · 5 mos
J.W. Cole Financial, INC.Broker
August 2011 - February 2012 · 6 mos
Cantor Fitzgerald & CO.Broker
October 2001 - August 2009 · 7 yrs 10 mos
Brokerageamerica, INCBroker
May 2001 - October 2001 · 5 mos
C.E. Unterberg, Towbin (a California Limited Partnership)Broker
October 1999 - March 2001 · 1 yr 5 mos
Sbc Warburg Dillon Read INC.Broker
June 1998 - June 1998 · 0 mos
Warburg Dillon Read LLCBroker
September 1993 - October 1999 · 6 yrs 1 mo
M. H. Meyerson & CO., INC.Broker
January 1993 - September 1993 · 8 mos
Mayer & Schweitzer, INC.Broker
April 1987 - May 1990 · 3 yrs 1 mo
State Registrations16 states
AZFLGAILKYLAMAMDMINVNYOHPATNTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.